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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

423 hedge funds and large institutions have $7.48B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
423
Holders Change
+43
Holders Change %
+11.32%
% of All Funds
6.2%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.62%
New
69
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$129M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$195M
5
Bank of America
5
Bank of America
North Carolina
$203M

Top Sellers

1
CFG
1
Cosner Financial Group
Colorado
$9.84M
2
IDA
2
Intelligence Driven Advisers
California
$43.8M
3
SPW
3
Surience Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NC
126
NinePointTwo Capital
California
$3.28M 18,738 – –
CPRC
127
Consolidated Portfolio Review Corp
New York
$3.25M 18,554 +152 +0.8%
FFA
128
Florida Financial Advisors
Florida
$3.2M 18,288 +18,288 New
LWL
129
Leo Wealth LLC
Texas
$3.1M 16,273 +16,273 New
CAM
130
Cozad Asset Management
Illinois
$2.9M 16,567 +6,257 +61%
LNC
131
Lincoln National Corp
Pennsylvania
$2.83M 16,157 +10,841 +204%
SCA
132
Stokes Capital Advisors
South Carolina
$2.8M 15,983 -5,156 -24%
FIA
133
Foundations Investment Advisors
Arizona
$2.8M 15,291 -11,457 -43%
LAS
134
Lloyd Advisory Services
Georgia
$2.76M 15,749 +15,749 New
HH
135
Hilltop Holdings
Texas
$2.74M 15,615 -11,142 -42%
FWA
136
FSC Wealth Advisors
New York
$2.68M 15,323 +14,801 +2,835%
WIA
137
World Investment Advisors
California
$2.68M 15,311 -435 -3%
MCC
138
Money Concepts Capital
Florida
$2.54M 14,489 +6,526 +82%
Stifel Financial
139
Stifel Financial
Missouri
$2.53M 14,440 +30 +0.2%
SIC
140
Samalin Investment Counsel
New York
$2.53M 14,421 -285 -2%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$2.51M 14,305 -630 -4%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$2.44M 13,929 +781 +6%
Corient Private Wealth
143
Corient Private Wealth
Florida
$2.43M 13,873 +4,368 +46%
IC
144
IEQ Capital
California
$2.39M 13,623 -183 -1%
Renaissance Technologies
145
Renaissance Technologies
New York
$2.38M 13,600 +13,600 New
PFG
146
Peterson Financial Group
Iowa
$2.33M 13,289 +903 +7%
SWM
147
Spire Wealth Management
Virginia
$2.28M 12,549 +4,686 +60%
ASN
148
Advisory Services Network
Georgia
$2.25M 12,825 -2,948 -19%
AI
149
Atria Investments
North Carolina
$2.23M 12,744 +12,744 New
MA
150
Mezzasalma Advisors
New Jersey
$2.21M 12,614 +603 +5%
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